See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,673 | $99,985+63.7% | $146,665+11.6% | $85,850+90.7% |
| Participation rate | 19.6% | 73.1%-53.4pp | 80.1%-60.4pp | 69.3%-49.7pp |
| Annual return | 36.82% | 18.93%+17.9pp | 22.74%+14.1pp | 318.53%-281.7pp |
| Employer contribution / active EE | $22 | $2,559-99.2% | $4,136-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $1,085 | $4,006-72.9% | $5,506-80.3% | $3,952-72.5% |
| Admin fee / account holder | $62 | $7,702-99.2% | $10,280-99.4% | $6,260-99.0% |